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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
MCF
4201
MKA Charitable Fund
California
$289M +$50.4M +21% 21.2% 1 0%
DVF
4202
Discovery Value Fund
Singapore
$289M +$69.6M +32% 34.5% 207% 11 45.45%
TLP
4203
Tri Locum Partners
New York
$288M +$69.6M +32% 32% 378% 37 62.16%
RW
4204
Regimen Wealth
Georgia
$288M +$27.1M +10% 4.73% 28.5% 69 18.84%
TFP
4205
Triune Financial Partners
Kansas
$288M +$18.7M +7% 7.42% 50.6% 34 2.94%
PWM
4206
Prentice Wealth Management
New York
$288M +$31.4M +12% 6.48% 44.2% 108 6.48%
OAJ
4207
Ogorek Anthony Joseph
New York
$288M +$12.8M +5% 7.64% 50.5% 310 15.48%
SSW
4208
Stone Summit Wealth
Florida
$288M +$26.9M +10% 8.18% 59.6% 143 4.9%
RA
4209
Rovida Advisors
Florida
$288M +$42.4M +17% 1.1% 24.8% 30 56.67%
TCWM
4210
Total Clarity Wealth Management
Illinois
$288M +$43.7M +18% 9.21% 69.7% 295 30.85%
CFP
4211
Curran Financial Partners
South Carolina
$288M +$26.6M +10% 7.3% 46.1% 84 13.1%
MFS
4212
Madrona Financial Services
Washington
$287M +$33.6M +13% 6.57% 75.4% 103 22.33%
GJWM
4213
Gilliland Jeter Wealth Management
Arkansas
$287M +$45.3M +19% 12.9% 634 74.13%
BAM
4214
BOCHK Asset Management
Hong Kong
$286M +$124M +76% 43.5% 90 62.22%
MWPCG
4215
Measured Wealth Private Client Group
New Hampshire
$286M +$14.9M +5% 9.81% 68.1% 194 13.92%
JJBC
4216
James J. Burns & Company
New York
$286M -$134M -32% 7.37% 52.3% 124 34.68%
AWA
4217
Aquire Wealth Advisors
Utah
$286M +$23.1M +9% 6.23% 43.4% 46 13.04%
FSA
4218
Financial Security Advisor
Virginia
$286M +$31.6M +12% 10.2% 114 11.4%
RWM
4219
Rockline Wealth Management
New York
$286M +$45.3M +19% 18.8% 95 9.47%
BPCM
4220
Beach Point Capital Management
California
$286M +$35.2M +14% 4.7% 110% 13 23.08%
PC
4221
Packer & Co
Australia
$286M +$15.3M +6% 8.2% 3 0%
NC
4222
NovaPoint Capital
Georgia
$285M +$16.1M +6% 8.2% 72.2% 143 12.59%
AMC
4223
Atlas Merchant Capital
New York
$285M -$81.8M -22% 2.68% 60% 94 35.11%
LIC
4224
Laurus Investment Counsel
Canada
$285M +$9.22M +3% 7.37% 14.1% 40 5%
MPPLM
4225
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$285M +$34.2M +14% 12.1% 90.2% 155 21.94%